Carson Wealth Management Group Competitors, Revenue and Alternatives

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Overview

Location:
Omaha, NE USA
Total Funding:N/A
Industry:Finance
Founded:1983
Lead Investor(s):N/A
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Industry Ranking

State Ranking

Estimated Revenue & Financials

  • Carson Wealth Management Group's estimated annual revenue is currently $28.4M per year.
  • Carson Wealth Management Group's estimated revenue per employee is $210,000

Employee Data

  • Carson Wealth Management Group has 135 Employees.
  • Carson Wealth Management Group grew their employee count by 26% last year.
  • Carson Wealth Management Group currently has 1 job openings.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
The Strawhecker...
$7.4M3521%N/A
Axos® Clearing...
$14.3M6833%N/A
Carson Institut...
$6.9M3322%N/A
Foley Business ...
$6.9M3327%N/A
Platte Valley C...
$8.2M3922%N/A
PayFlex Systems...
$62.2M296N/AN/A
Allstate Insura...
N/A7969N/AN/A
Union Bank & Tr...
$175.1M834N/AN/A
Securities Amer...
$208.1M9916%N/A
Orion Advisor S...
$74.1M35317%N/A
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Carson Wealth Management Group's mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Carson Wealth Management Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can't buy and death can't take away. We understand you have unique goals and objectives and we're passionate about helping you discover and achieve your desired outcomes. Barron's Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you'll understand why. CWM, LLC is a Registered Investment Advisor that provides investment management directly through Carson Wealth and a select group of partner financial advisors through Carson Institutional Advisory's Alliance. Investment advisory services offered through CWM, LLC, a Registered Investment Advisor.

keywords:Finance

135

Number of Employees

$28.4M

Revenue (est)

1

Current Jobs

26%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

B2B

Type

Executive Contacts

NameTitleEmail
Debbie SturlaOperations ManagerEmail Available
Jane VlcekDirector of First ImpressionsEmail Available
Nancy CatonManaging DirectorEmail Available
Chris OppligerDirector of Tax PlanningEmail Available
Mark PetersenVP, Affluent Wealth PlanningEmail Available
Lisa ThuerManaging Partner - Wealth AdvisorEmail Available
Scott FordManaging Director, Partner & Wealth AdvisorEmail Available
Amy ConstableOperations ManagerEmail Available
Peggy MonahanPrivate Client Manager
Evan EberlyRelationship ManagerEmail Available

Carson Wealth Management Group News

08/14/2019 - Cetera Financial Group adds 1000 advisers, $19 billion in ...

Cetera Financial Group is having a banner year in attracting new advisers ... Carson Wealth is a hybrid wealth manager and uses Cetera for its ...

08/23/2019 - US in the news: HighTower makes third acquisition of 2019

Founded in 2000 by Michael Tucci and Kristine Porcaro, the group has 17 ... She joins from Carson Wealth Management, where she was a ...

08/19/2019 - Why Advisors Should Own Their Data

As president and chief operating officer of Carson Group, a provider of ... Ritholtz Wealth Management is putting on the new conference, which ...